LA
IFRA icon

Lane & Associates’s iShares US Infrastructure ETF IFRA Stock Holding History

Lane & Associates’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$294K Sell
6,527
-14,142
-68% -$660K 0.16% 96
2024
Q4 		$980K Buy
20,669
+5,267
+34% +$255K 0.51% 40
2024
Q3 		$723K Buy
15,402
+2,616
+20% +$117K 0.39% 49
2024
Q2 		$539K Buy
12,786
+3,815
+43% +$164K 0.32% 62
2024
Q1 		$389K Buy
8,971
+1,328
+17% +$53.3K 0.24% 73
2023
Q4 		$308K Buy
7,643
+1,060
+16% +$39.5K 0.22% 79
2023
Q3 		$241K Buy
+6,583
New +$256K 0.19% 94

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lane & Associates's IFRA Position: Q1 2025 in Review

Lane & Associates reduced its iShares US Infrastructure ETF (IFRA) stake by 68% in Q1 2025, selling an estimated $660K and leaving 6,527 shares worth $294K. The position accounts for 0.16% of the portfolio, ranked #96.

Lane & Associates first reported a position in IFRA in Q3 2023 and has held it in 7 quarters since. The position peaked at $980K in Q4 2024. 357 funds tracked by Wall St. Rank hold IFRA as of Q1 2025.

  • Lane & Associates held 6,527 shares of iShares US Infrastructure ETF worth $294K as of Q1 2025.
  • Lane & Associates sold 14,142 iShares US Infrastructure ETF shares in Q1 2025, an estimated $660K.
  • iShares US Infrastructure ETF made up 0.16% of Lane & Associates's portfolio in Q1 2025, its #96 holding.
  • Lane & Associates first reported a position in iShares US Infrastructure ETF in Q3 2023 and has held it in 7 quarters since.
  • Lane & Associates's iShares US Infrastructure ETF position peaked at $980K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.